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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-09 |
| NY | RA | APPROVED | 2021-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company Lp | New York | NY | 03/2018 | Present |
| Pace University/Ahrc Nyc | New York City | NY | 09/2016 | 12/2016 |
| Pace University | New York City | NY | 09/2013 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-16 |
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